EDMP Inc’s Unilever UL Stock Holding History

EDMP Inc’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,431	Closed	-$214K	–	61
2018 Q1	$214K	Sell	3,431 -67	-2%	-$4.08K	0.21%	57
2017 Q4	$215K	Hold	3,498	–	–	0.18%	60
2017 Q3	$228K	Hold	3,498	–	–	0.21%	56
2017 Q2	$213K	Sell	3,498 -364	-9%	-$21.7K	0.2%	57
2017 Q1	$214K	Buy	+3,862	New	+$195K	0.19%	57
2016 Q4	–	Sell	-3,862	Closed	-$206K	–	67
2016 Q3	$206K	Hold	3,862	–	–	0.2%	60
2016 Q2	$208K	Buy	+3,862	New	+$198K	0.2%	62
2015 Q3	–	Sell	-4,618	Closed	-$223K	–	66
2015 Q2	$223K	Sell	4,618 -71	-2%	-$3.51K	0.21%	56
2015 Q1	$220K	Hold	4,689	–	–	0.2%	55
2014 Q4	$214K	Hold	4,689	–	–	0.2%	52
2014 Q3	$221K	Hold	4,689	–	–	0.21%	52
2014 Q2	$239K	Hold	4,689	–	–	0.22%	50
2014 Q1	$226K	Sell	4,689 -89	-2%	-$4.02K	0.21%	51
2013 Q4	$221K	Sell	4,778 -80	-2%	-$3.58K	0.19%	53
2013 Q3	$211K	Hold	4,858	–	–	0.21%	48
2013 Q2	$221K	Buy	+4,858	New	+$231K	0.23%	47

Other funds holding UL

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EDMP Inc's UL Position: Q2 2018 in Review

EDMP Inc sold out of Unilever (UL) in Q2 2018, closing a stake of 3,431 shares — an estimated $214K sold.

EDMP Inc first reported a position in UL in Q2 2013 and held it in 16 quarters. The position peaked at $239K in Q2 2014. 596 funds tracked by Wall St. Rank hold UL as of Q2 2018.

EDMP Inc reported no remaining Unilever position as of Q2 2018 after selling out during the quarter.
EDMP Inc sold 3,431 Unilever shares in Q2 2018, an estimated $214K.
EDMP Inc first reported a position in Unilever in Q2 2013 and held it in 16 quarters.
EDMP Inc's Unilever position peaked at $239K in Q2 2014.
596 funds tracked by Wall St. Rank held Unilever as of Q2 2018.

Based on EDMP Inc's 13F filing for Q2 2018, filed 25 Jul 2018.